PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 77-0006539

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 07, 2015

Organization Profile NA

7120 N ValentineFresno, CA 93711

(559) 432-3577

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

7.5%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

15%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-30%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$19,418

Up $2,501 (+15%) from 2013

Net Assets

$19,418

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin60th percentile

Revenue

Down

$33,289

Down $14,238 (-30%) from 2013

Expenses

Down

$30,788

Down $11,096 (-26%) from 2013

Net Income

Down

$2,501

Down $3,142 (-56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$19,418

Liabilities$0

Net Assets$19,418

Open 2014 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$33,289

Expenses$30,788

Net Income$2,501

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Feb 7, 2015
Return Version: 2013v4.0
Gross Receipts: $55,703

Mission and Program Overview

Mission

ENRICH SCHOOL EXPERIENCE

Program Services

Description	Grants	Expenses
SCHOOL DONATIONS ARE PROVIDED BY THE FORKNER PTA TO PURCHASE EQUIPMENT AND MATERIALS TO ENRICH THE FORKNER SCHOOL EDUCATIONAL EXPERIENCE	$30,046	$30,046

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DENISE SEGAL	President	-	$0	-	-
KIM WILSON	President	-	$0	-	-
RHONDA BECK	Vice President	-	$0	-	-
AMY POLTHAUST	Treasurer	-	$0	-	-
KELLE DIEL	Financial Secretary	-	$0	-	-
KRISTINE WEBER	Recording Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 77-0006539
Phone: 5594323577

Signing Officer

Name: Stacy Baghdanov
Title: President
Phone: 5594323577
Signed: 2015-02-07
Discuss with paid preparer: Yes

Preparer

Preparer: Matthew a Mastro
Phone: 5594491040

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 5.”

Form 990-EZ, Part I, Line 7 - Sales of Inventory

“Income: Gross Receipts: 8047. Returns and Allowances: 0. Less Cost of Goods Sold: 14432. Gross Profit: -6385. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 14432. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 14432.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: MISC. INCOME. Amount: 3987. Description: SCHOOL REDEMPTION PROGRAM. Amount: 4960. Total to Form 990-EZ, line 8: 8947.”

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

“Affiliate Name: FORKNER ELEMENTARY . Affiliate Address: 7120 NORTH VALENTINE FRESNO, CA 93711. Purpose of Payment: ENRICH SCHOOL EXPERIENCE. Amount of Payment: 30046.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: BANK CHARGES. Amount: 298. Description: INSURANCE. Amount: 199. Description: RETURNED CHECKS. Amount: 245. Total to Form 990-EZ, line 16: 742.”

Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	KELLI DIEL
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5594323577
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	7120 NORTH VALENTINE
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	FRESNO
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	93711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	16917
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	19418
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	395
IRS990EZ/CostOfGoodsSoldAmt	0	14432
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	2501
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	16917
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	19418
IRS990EZ/FundraisingGrossIncomeAmt	0	38309
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	30046
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	-6385
IRS990EZ/GrossReceiptsAmt	0	55703
IRS990EZ/GrossSalesOfInventoryAmt	0	8047
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	5
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	16917
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	19418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	16917
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	19418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	DENISE SEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KIM WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	RHONDA BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	AMY POLTHAUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	KELLE DIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	KRISTINE WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	RECORDING SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	742
IRS990EZ/OtherRevenueTotalAmt	0	8947
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	ENRICH SCHOOL EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SCHOOL DONATIONS ARE PROVIDED BY THE FORKNER PTA TO PURCHASE EQUIPMENT AND MATERIALS TO ENRICH THE FORKNER SCHOOL EDUCATIONAL EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	30046
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	30046
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	7982
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	30327
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	30788
IRS990EZ/TotalProgramServiceExpensesAmt	0	30046
IRS990EZ/TotalRevenueAmt	0	33289
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	NA
IRS990ScheduleA/Contribution35ControlledInd	0	0
IRS990ScheduleA/ContributionControllerInd	0	0
IRS990ScheduleA/ContributionFamilyInd	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	946002206
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	30046
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	FORKNER ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	1
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	30046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description: INTEREST INCOME. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Income: Gross Receipts: 8047. Returns and Allowances: 0. Less Cost of Goods Sold: 14432. Gross Profit: -6385. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 14432. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 14432.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Description: MISC. INCOME. Amount: 3987. Description: SCHOOL REDEMPTION PROGRAM. Amount: 4960. Total to Form 990-EZ, line 8: 8947.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Affiliate Name: FORKNER ELEMENTARY . Affiliate Address: 7120 NORTH VALENTINE FRESNO, CA 93711. Purpose of Payment: ENRICH SCHOOL EXPERIENCE. Amount of Payment: 30046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Description: BANK CHARGES. Amount: 298. Description: INSURANCE. Amount: 199. Description: RETURNED CHECKS. Amount: 245. Total to Form 990-EZ, line 16: 742.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STACY BAGHDANOV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5594323577
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	FORKNER PARENT TEACHER ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt	0	FORK
ReturnHeader/Filer/EIN	0	770006539
ReturnHeader/Filer/PhoneNum	0	5594323577
ReturnHeader/Filer/USAddress/AddressLine1	0	7120 N VALENTINE
ReturnHeader/Filer/USAddress/City	0	FRESNO
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	93711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	800867011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MASTRO & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	6740 N WEST AVESTE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	937114302
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5594491040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MATTHEW A MASTRO
ReturnHeader/ReturnTs	0	2015-02-10T19:05:38-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,418
Liabilities: $0
Net assets: $19,418
Revenue: $33,289
Expenses: $30,788
Net income: $2,501

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$36.9		$36.9	$94.4	$89.9	$4.47
2024Detailed filing. Detailed filing data is available for this year.	$32.5		$32.5	$91.3	$98.6	$7.36
2023Detailed filing. Detailed filing data is available for this year.	$39.8		$39.8	$68.8	$48.8	$20.1
2020Detailed filing. Detailed filing data is available for this year.	$31.5	$0.00	$31.5	$53.9	$35.6	$18.3
2019Detailed filing. Detailed filing data is available for this year.	$13.2	$0.00	$13.2	$36.8	$46.9	$10.1
2018Detailed filing. Detailed filing data is available for this year.	$23.4	$0.00	$23.4	$48.7	$45.7	$3.00
2017Detailed filing. Detailed filing data is available for this year.	$20.4	$0.00	$20.4	$51.3	$45.0	$6.33
2016Detailed filing. Detailed filing data is available for this year.	$14.0	$0.00	$14.0	$42.1	$43.1	$0.98
2015Detailed filing. Detailed filing data is available for this year.	$7.98	$0.00	$7.98	$42.0	$53.5	$11.4
2014Detailed filing. Detailed filing data is available for this year.	$19.4	$0.00	$19.4	$33.3	$30.8	$2.50
2013Summary only. Only limited summary data is available for this year.	$16.9	$0.00		$47.5	$41.9	$5.64
2012Summary only. Only limited summary data is available for this year.	$11.3	$0.00		$36.2	$59.7	$23.5
2011Summary only. Only limited summary data is available for this year.	$34.8	$0.00		$39.6	$32.5	$7.10